The first 5 things to do

What is it for?

You have just created your account and entered your verification code. Before sending your first invoice, five steps are enough to make your documents complete and compliant. Allow about 20 minutes.

Example. Omar has just opened a small carpentry company in Salé. He starts by entering his ICE and his logo, creates a client, a "Porte en bois" (wooden door) product, then issues his first test invoice.

The built-in guide

After sign-up, the Guide de démarrage (Getting-started guide) page opens (/dashboard/onboarding) with a step-by-step scenario and a progress bar. Until you have finished, a Démarrez avec Billora (Get started with Billora) block stays displayed at the top of your dashboard, with a Voir le guide (See the guide) link. Each step ticks itself off when you complete it.

1. Fill in your company details

1. Open Paramètres → Informations (Settings → Information).
2. In Informations légales (Legal information), enter the company name, legal form, the ICE (15 digits), the IF, the RC and the TP.
3. Complete the Coordonnées (Contact details) and the Adresse (Address).
4. In Apparence (Appearance), add your logo.
5. Add your bank account so that your RIB is printed on your invoices (Paramètres → Comptes bancaires, Settings → Bank accounts).
6. Save. This information is printed automatically on all your documents.

2. Create your first client

1. Open Répertoire → Clients (Directory → Clients) then click the create button (or use the Créer (Create) button at the top → Nouveau client (New client)).
2. Choose the type (company or individual) and fill in at least the name. For a company, add its ICE (see Is the ICE mandatory?).
3. Save. The client record appears in the list.

If you already have a client list in Excel, import it in one go (see Import your clients and products).

3. Create your products and services

In Répertoire → Produits (Directory → Products), create what you sell, with its price excluding VAT and its VAT rate. It will be suggested automatically when you compose an invoice. See Create your products and services.

4. Issue your first invoice

1. Open Facturation → Factures (Billing → Invoices), then create a Nouvelle facture (New invoice) (shortcut Ctrl+Alt+N).
2. Choose the client, add lines from your products, check the totals.
3. Save: the invoice is first a draft. Preview the PDF, then send it from its record.

Details in Create an invoice. While you are in test mode, your PDFs carry the "TEST" watermark and emails are marked "[MODE TEST]": send the invoice to yourself to see the result.

5. Enable reminders

In Paramètres → Relances (Settings → Reminders), you set up automatic reminders so that Billora notifies your clients whose invoice is overdue. Depending on your subscription, this feature is included or locked: the page then tells you from which plan it is available. See Invoice reminders.

Summary

Step	Where	Time
Company, ICE, logo, RIB, VAT	Paramètres → Informations, Comptes bancaires, TVA & Fiscalité	8 min
First client	Répertoire → Clients	3 min
Products and services	Répertoire → Produits	3 min
First invoice	Facturation → Factures	3 min
Reminders	Paramètres → Relances	2 min

Frequently asked questions

Do I have to do everything before starting?

No. The company (step 1) is the only one that conditions your documents. The rest can be done as you go.

What happens to my trial data?

It is deleted when you activate your account. Settings, products and team can be kept: you choose in the "Activer mon compte" (Activate my account) window.

Can my colleague help me?

Invite them from Paramètres → Membres (Settings → Members) (see Team roles and access).

Where can I find help?

In the left menu, the Aide (Help) button offers the Help Centre and Contacter le support (Contact support).

Next steps